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Level 1

How do I remove "Rule" from a category?

1 Comment 1
Content Leader

How do I remove "Rule" from a category?

Hi, lisa108, and welcome to the Community. 


It would be my pleasure to show you how to remove a rule. Here's how:


1. Hover over the Banking tab in the left navigation panel.

2. Click Rules.

3. Locate the rule you'd like to remove.

4. Select the small drop-down arrow beside of Edit on the right side of the line for that rule.

5. Choose Disable or Delete.


I've got an article for you that offers additional details on using bank rules. You can check it out here: How to set and use banking rules for downloaded transactions


I'm only a comment or post away if you have any other questions.



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